Credit Card Transaction report templateLast updated on 03/22/2022
The Credit Card Transaction report provides a detailed list of all credit card transactions made through ServiceTitan Payments. This report pulls data from the credit card gateway to give you the latest charge and refund transactions. All credit card transactions made through your ServiceTitan Payments credit card merchant account are available in this report.
Use this report to view details about credit card transactions, including the transaction ID, authorization code, amount, the card type used, and the entry method of the transaction.
Create a Credit Card Transaction report
Follow the steps to create a custom report based on the Credit Card Transaction template. Note: This report populates the type of credit card as determined by the processor, which can differ from the payment type chosen on the invoice. For example, if the MasterCard payment type is selected when charging a Visa card, this report will populate the Visa card type.
Run the Credit Card Transaction report
Before running your report, set filters to get the most relevant information for your needs:
Use the From-To calendar fields to set a range of dates to run the report on.
Enter a transaction number to look for a particular transaction. Tip: To include all transactions for your date range, leave the transaction number field blank.
Click Run Report. The Credit Card Transaction report generates.
Note: This report includes more columns than can be displayed at once. Use the horizontal scroll bar to view all of the columns.
Read report results
Your report results display in a table based on the filters you set. By default, the Credit Card Transaction report includes the following columns:
At the bottom of the report table are totals of two columns:
Count—Total count of transactions
Amount—Total amount of all credit card transactions for the selected date range
Customize your report
You can add and remove columns related to credit card transactions for more specialized reporting. For further customization, you can also arrange and filter your results to narrow the focus of your report.
Add and remove columns
Above the report results, click Edit Columns.
In Edit Columns, select or deselect the items you want added to or removed from your report.
You can edit the Credit Card Transaction report to show the following fields:
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.